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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,752 | $198,461-83.0% | $170,436-80.2% | $147,585-77.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.64% | 257.30%-236.7pp | 205.94%-185.3pp | 578.57%-557.9pp |
| Employer contribution / active EE | $2,854 | $6,184-53.8% | $5,433-47.5% | $4,876-41.5% |
| Participant deferral / active EE | $4,391 | $5,629-22.0% | $4,939-11.1% | $5,439-19.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |